Daring Fireball: Apple and AI
daringfireball.net/2023/10/apple_and_ai
What Jamie wrote
It has been odd that the most valuable tech company in the world really hasn't picked up on the Generative AI tidal wave. Also, Apple is not seen as a leader in this area.
The anxiety inside Apple is that many people inside do not believe Apple’s own AI/ML team can deliver, but that the company — if only for privacy reasons — will only use what comes from its own AI/ML team.
If I were to just make a complete guess I think they are very focused on the Vision Pro. There are a lot of places that Apple has to stay well in the lead on. Apple Silicon, Camera technology, iOS and macOS, and now Spatial Computing.
Is there a limit to the surface area you can be "the best" in? Well, there has to be. Having huge amounts of capital help. But ultimately organizational focus gets stretched.